17 Financial Planning courses in Wetherby delivered Live Online

At HFX Training, we are passionate about business simulations because they bring learning to life through hands-on experience. This Level 1 Certification Program is the first step in our Instructor Training Certification Pathway, equipping you to confidently use the Healthcare Hero simulation in your teaching environment. In this program, you will experience the simulation as a student, navigating its complexities and dynamics. Upon successfully completing Level 1, you’ll be ready to advance to Level 2 Training, where you will deepen your expertise in simulation facilitation and administration. The program is cohort-based, and the timetable is coordinated in advance through discussions with the HFX team to ensure maximum participation. For more information on the program structure, instructional materials, and certification requirements, please read on. What to Expect: The Healthcare Hero simulation places you in charge of a fictional hospital. Over eight simulation rounds - each representing one quarter of business operations - you will make strategic decisions to optimize patient care while managing staffing, capacity, quality, and finances. Throughout the simulation, you’ll navigate challenges like healthcare and economic crises, all while balancing the needs of multiple stakeholders. Your ultimate goal is to outperform competing hospitals managed by other participants in the program. Program and Certification Requirements This program equips you to confidently lead the simulation by requiring more than attendance or participation. To earn certification, you must: Thoroughly Prepare: Review all instructional materials and the scenario manual before the course begins. Fully Participate: Attend all Zoom sessions and complete each simulation round with focus and effort. Demonstrate Mastery: Show a comprehensive understanding of the simulation’s dynamics, decision-making processes, and strategies during practice and live rounds. Engage in Reflection: Actively participate in debrief sessions, assess your performance, and identify strategies for improvement. This certification ensures you are equipped to facilitate this complex simulation with confidence. Auditing the course is an option, but participants who choose to audit will not receive certification. Program Format The program is delivered intensively over one or more Zoom sessions, totaling six hours. This compressed format demands your full attention and focus to successfully navigate the simulation’s complexities. Eligibility Requirements: By registering for this training program, you acknowledge the following: You have discussed your needs with the HFX team and confirmed that the simulation aligns with your class or program objectives. You are an instructor at an academic institution. You agree to the confidentiality terms and commit not to distribute, disclose, or replicate any program content for purposes outside of this training. This program is offered in goodwill to academic instructors as a resource to enhance their teaching. As part of this agreement, you understand that all materials, including the simulation itself, are proprietary to HFX and its partners. Any use of these materials for purposes beyond this program, such as developing similar tools or simulations, is strictly prohibited. Course Structure: After registering, you will gain immediate access to the simulation’s instructional materials. This includes: The Scenario Manual: Your guide to understanding the game. The Capacity Planner Worksheet and Financial Planning Worksheet: Tools to help you strategize. The Strategy Planning Exercise: Designed to align your decisions with overall objectives. The Portal Guide: A walkthrough of the simulation platform. The program unfolds in four key phases: Phase 1: Pre Zoom Call / Study / Set Up Register using the button at the bottom of this page. Review the instructional materials thoroughly. Once the cohort is finalized, you will be sent your login credentials for the simulation itself. Try to submit decisions for the first practice round using the simulation portal at www.simulationportal.com. Phase 2: Play We run two practice rounds over the first 2 hours of the zoom call. This allows you to familiarize yourself with the platform and decision-making process, and think through what your strategy might be in the live game. The simulation resets ("zeroed") after the practice rounds. A brief session will clarify lessons learned and expectations for the live rounds. Over eight rounds, you’ll compete against other participants while refining your strategic decisions. Phase 3: Feedback Reflect on your performance during a structured debrief, including: Strengths and areas for improvement. Insights into competitors’ strategies. Strategic lessons learned, and applicability to local healthcare organizations. Phase 4: Implementation Planning Work with the HFX team to plan your first application of the simulation in a teaching environment. Certification Outcome Upon completing this program, you will earn the HFX Instructor Training Certification: Level One, signifying your expertise in conducting impactful simulation-based training using Healthcare Hero.

Course Overview: This course provides a comprehensive guide to preparing for a successful retirement life. It explores the key aspects of retirement planning, including financial strategies, lifestyle adjustments, and health considerations. Learners will gain a clear understanding of how to approach their retirement years with confidence and clarity, ensuring that their future is financially secure and personally fulfilling. This course covers vital topics such as budgeting for retirement, managing time effectively, staying healthy, and maintaining a positive mindset for life after work. By the end of the course, learners will be equipped with essential knowledge and actionable strategies to create a balanced and enjoyable retirement lifestyle. Course Description: In this course, learners will explore various dimensions of preparing for a fulfilling retirement. Topics include financial planning, understanding pension schemes, managing healthcare needs, and making the most of personal time. The course delves into how to set achievable retirement goals, how to adjust to life post-retirement, and the importance of staying mentally and physically healthy. Learners will be guided on how to maintain a sense of purpose and continue developing new skills in retirement. By the end of the course, participants will have a well-rounded understanding of what is required to ensure a rewarding and enjoyable retirement. They will be able to confidently navigate the financial and emotional shifts that come with retirement, equipping them with skills that will help them thrive in this next phase of life. Course Modules: Module 01: Preparing for Retirement Module 02: Financial Planning for the Future Module 03: Health and Wellness in Retirement Module 04: Creating a Purposeful Retirement Lifestyle Module 05: Adjusting to Life After Work Module 06: Managing Time and Staying Active Module 07: Legal and Estate Planning for Retirement Module 08: Social Connections and Community Engagement Module 09: Transitioning to Retirement: Emotional Considerations Module 10: Maintaining a Positive Mindset in Retirement (See full curriculum) Who is this course for? Individuals seeking to plan a secure and fulfilling retirement. Professionals aiming to prepare for life after their career. Beginners with an interest in retirement planning and lifestyle management. Those who want to make informed decisions about their financial future and well-being. Career Path Financial Advisor specialising in retirement planning Retirement Consultant Life Coach for retirees Social Worker focusing on elderly care Retirement Planning Specialist Healthcare Planner for retirees

Getting Started MSc Finance and Management is a globally recognised finance qualification suitable for experienced finance professionals who like to kick start their career in finance. The programme is designed to provide students with advanced knowledge and skills in financial management, enhancing their career prospects in the finance industry. UCLAN awards the degree and is suitable for those who have completed a relevant postgraduate diploma. The Master's in Finance and Management is a 9-month Top-Up programme focused solely on the dissertation module. Students must undertake independent research, demonstrating their ability to apply advanced research techniques to a finance-related topic. This module carries 60 credits and enables students to showcase their knowledge, understanding, and research skills in financial management. Throughout the programme, students receive support from experienced academics and industry professionals who provide guidance and feedback on their research projects. The programme is delivered through online webinars and independent study, allowing students to balance their studies with work and personal commitments. The MSc Finance and Management Top Up is awarded and delivered by the University of Central Lancashire through distance learning. School of Business and Technology London partners with Chestnut Education Group to promote this programme. About Awarding Body Founded in 1828, the University of Central Lancashire is a public university based in Preston, Lancashire, England. Today, UCLAN is one of the largest in the United Kingdom, with a student and staff community of nearly 38,000. At present, the University has academic partners in all regions of the globe, and it is on a world stage that the first-class quality of its education was first recognised. In 2010, UCLAN became the first UK modern Higher Education institution to appear in the QS World University Rankings. In 2018, the Centre for World University Rankings estimated Central Lancashire to be in the top 3.7 per cent of all global universities, highlighting the growth the University has made in offering students real-world learning experiences and reflecting the University's extensive pool of academic talent. Ranked in the top 7% of universities worldwide. Student Communities from more than 100 countries WES Recognised Qualifi is a UK Government (Ofqual.gov.uk) regulated awarding organisation and has developed a reputation for supporting relevant skills in a range of job roles and industries, including Leadership, Enterprise and Management, Hospitality and catering, Health and Social Care, Business Process Outsourcing and Public Services. Qualifi is also a signatory to BIS international commitments of quality. The following are the key facts about Qualifi. Regulated by Ofqual.gov.uk World Education Services (WES) Recognised Assessment Major Project No examinations Entry Requirements Qualifi Level 7 Diploma in Accounting and Finance Applicants should normally have a good first degree or equivalent and be working in or have recently worked within the accounting and finance arena. If English is not your first language, you will be expected to demonstrate a certificated level of proficiency of at least IELTS 6.5 (Academic level) or equivalent English Language qualification. Progression Upon completion of the degree, graduates will possess the necessary skills and knowledge to pursue various career opportunities in finance, including roles in financial analysis, investment banking, risk management, corporate finance and financial planning. Additionally, the programme serves as a solid foundation for further study or research in finance. Upon completion, students will have produced an original research piece demonstrating expertise in financial investigation. This provides a significant advantage in the job market, particularly for roles requiring advanced research skills or knowledge of financial investigation techniques. Graduates of the MSc Finance and Management programme are well-prepared to pursue careers in law enforcement, regulatory agencies, financial services, and consulting. Learners must request before enrolment to interchange unit(s) other than the preselected units shown in the SBTL website because we need to make sure the availability of learning materials for the requested unit(s). SBTL will reject an application if the learning materials for the requested interchange unit(s) are unavailable. Learners are not allowed to make any request to interchange unit(s) once enrolment is complete. Structure MSc Finance and Management Top Up Programme Structure Dissertation Module Delivery Methods The MSc Finance and Management Top Up is awarded and delivered by the University of Central Lancashire through distance learning. The University of Central Lancashire (UCLan) offers a range of distance learning options for students who require the flexibility to study remotely. These options include online courses, blended learning, and supported distance learning. UCLan's distance learning courses are designed to provide students with the same high-quality education as on-campus courses, with access to resources such as video lectures, online discussion forums, and interactive assessments. The University also provides a range of support services for distance learning students, including academic support, technical support, and access to the University's library and online resources. Resources and Support School of Business & Technology London is dedicated to offering excellent support on every step of your learning journey. School of Business & Technology London occupies a centralised tutor support desk portal. Our support team liaises with both tutors and learners to provide guidance, assessment feedback, and any other study support adequately and promptly. Once a learner raises a support request through the support desk portal (Be it for guidance, assessment feedback or any additional assistance), one of the support team members assign the relevant to request to an allocated tutor. As soon as the support receives a response from the allocated tutor, it will be made available to the learner in the portal. The support desk system is in place to assist the learners adequately and streamline all the support processes efficiently. Quality learning materials made by industry experts is a significant competitive edge of the School of Business & Technology London. Quality learning materials comprised of structured lecture notes, study guides, practical applications which includes real-world examples, and case studies that will enable you to apply your knowledge. Learning materials are provided in one of the three formats, such as PDF, PowerPoint, or Interactive Text Content on the learning portal. How does the Online Learning work at SBTL? We at SBTL follow a unique approach which differentiates us from other institutions. Indeed, we have taken distance education to a new phase where the support level is incredibly high.Now a days, convenience, flexibility and user-friendliness outweigh demands. Today, the transition from traditional classroom-based learning to online platforms is a significant result of these specifications. In this context, a crucial role played by online learning by leveraging the opportunities for convenience and easier access. It benefits the people who want to enhance their career, life and education in parallel streams. SBTL's simplified online learning facilitates an individual to progress towards the accomplishment of higher career growth without stress and dilemmas. How will you study online? With the School of Business & Technology London, you can study wherever you are. You finish your program with the utmost flexibility. You will be provided with comprehensive tutor support online through SBTL Support Desk portal. How will I get tutor support online? School of Business & Technology London occupies a centralised tutor support desk portal, through which our support team liaise with both tutors and learners to provide guidance, assessment feedback, and any other study support adequately and promptly. Once a learner raises a support request through the support desk portal (Be it for guidance, assessment feedback or any additional assistance), one of the support team members assign the relevant to request to an allocated tutor. As soon as the support receive a response from the allocated tutor, it will be made available to the learner in the portal. The support desk system is in place to assist the learners adequately and to streamline all the support process efficiently. Learners should expect to receive a response on queries like guidance and assistance within 1 - 2 working days. However, if the support request is for assessment feedback, learners will receive the reply with feedback as per the time frame outlined in the Assessment Feedback Policy.

Financial Wellness: Managing Personal Cash Flow Course Overview This course provides a comprehensive guide to managing personal cash flow effectively, empowering learners to take control of their finances with confidence. Covering essential concepts such as budgeting, borrowing, credit management, and tax strategies, it equips participants with the knowledge to plan and optimise their financial wellbeing. Learners will develop a clear understanding of personal money management, insurance, and the relationship between mental health and finances. By the end of this course, individuals will be able to create and maintain a realistic budget, manage debts responsibly, and make informed financial decisions to enhance their overall financial stability and security. Course Description Delving deeper into the foundations of personal finance, this course explores key topics including cash flow planning, accounting principles for personal use, and effective money management strategies. Learners will gain insight into borrowing options, credit systems, and how to manage debt wisely. The course also covers personal insurance, tax considerations, and the design of tailored financial strategies. Emphasising the connection between financial health and mental wellbeing, it offers a well-rounded approach to managing money. Throughout the learning experience, participants will build critical skills to plan budgets, evaluate financial choices, and implement strategies that support long-term financial security in a clear and structured manner. Financial Wellness: Managing Personal Cash Flow Curriculum: Module 01: Introduction To Personal Cash Flow Module 02: Understanding The Importance Of Personal Finance Module 03: Accounting And Personal Finances Module 04: Cash Flow Planning Module 05: Understanding Personal Money Management Module 06: Borrowing, Credit And Debt Module 07: Managing Personal Insurance Module 08: Understanding Tax And Financial Strategies Module 09: Designing A Personal Budget Module 10: Money And Mental Health (See full curriculum) Who is this course for? Individuals seeking to improve their personal financial management skills. Professionals aiming to enhance their understanding of personal cash flow. Beginners with an interest in personal finance and budgeting. Anyone wishing to gain confidence in managing debt and credit. Career Path Financial Planning Assistant Personal Finance Advisor Budget Analyst Credit Management Officer Insurance Consultant Tax Support Specialist

Overview This is a 2 day course to learn ALM tools to achieve strong and market-resilient, actuarially-resilient Solvency 2 (S2) ratios at Group consolidated level and at key cash-remitting entities to ensure dividend stability. For those not fully familiar with Solvency 2, this course is best taken in conjunction with “Solvency 2” Who the course is for Capital management / ALM / risk management staff within insurance company Investors in insurance company securities – equity, subordinated bonds, insurance-linked securities Salespeople covering insurance companies Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

Course Overview The Restaurant Management Level 3 course offers a comprehensive exploration of the skills and strategies required to successfully manage a restaurant. Covering key areas such as menu planning, staff recruitment, financial management, and customer relations, this course prepares learners to navigate the dynamic restaurant industry with confidence. Whether aspiring to open a new venue or improve existing operations, learners will gain valuable insights into creating efficient layouts, maintaining safety standards, managing inventory, and implementing effective marketing strategies. The course blends theoretical knowledge with real-world industry standards, equipping participants to handle the complexities of restaurant management. By completing this course, learners will be able to develop structured plans for running a successful restaurant, cultivate a strong team culture, and deliver exceptional customer experiences. This qualification provides a valuable stepping stone towards achieving career goals in the vibrant hospitality sector. Course Description The Restaurant Management Level 3 course delves into the essential elements that underpin a thriving restaurant business. Topics covered include restaurant selection and set-up, legal and health regulations, drinks and food management, technology integration, financial planning, staff training, and customer engagement. Learners will explore how to create compelling menus, implement inventory systems, and foster teamwork within a restaurant environment. Emphasis is placed on strategic decision-making, operational efficiency, and building a reputable brand image. The course is structured to support learners in developing managerial skills, with a strong focus on leadership, communication, and customer satisfaction. Designed for those seeking a detailed understanding of the restaurant business, this programme empowers learners with the knowledge needed to excel in both operational and supervisory roles. Upon completion, learners will possess the expertise to contribute significantly to any restaurant’s success or embark on entrepreneurial ventures in the food and hospitality industry. Course Modules Module 01: An Overview of the Restaurant Industry Module 02: Choosing Your Restaurant Module 03: Restaurant Layout Management and Legal Requirements Module 04: Menu Planning Module 05: Drinks Management Module 06: Purchasing, Receiving, Inventory, and Storage Module 07: Financing Your Business Module 08: Finding, Recruiting, and Training Employees Module 09: Running a Safe and Clean Restaurant Module 10: Handling Service Using Technology Module 11: Teamwork and Daily Routine of a Restaurant Module 12: Customer Relations and Marketing Policy (See full curriculum) Who is this course for? Individuals seeking to pursue a career in restaurant management. Professionals aiming to enhance their leadership skills within the hospitality industry. Beginners with an interest in understanding restaurant operations. Entrepreneurs planning to open or manage a restaurant business. Hospitality staff looking to transition into management roles. Career Path Restaurant Manager Assistant Restaurant Manager Hospitality Supervisor Food and Beverage Manager Front of House Manager Catering Manager Restaurant Owner or Entrepreneur Operations Manager in Hospitality Businesses

Course Overview: This Investment course offers learners a comprehensive understanding of investment strategies and financial markets. The course covers a range of essential topics, including different investment types, portfolio management, and risk assessment. Learners will gain valuable insights into bond and stock markets, enabling them to make informed decisions in diverse investment environments. The course is designed for those looking to enhance their investment knowledge, regardless of their current financial expertise, providing a solid foundation in the principles of investing. Course Description: In this course, learners will explore various investment methods, from bonds to stocks, and gain an understanding of core financial concepts such as portfolio diversification and risk management. The course delves into investment theory, focusing on how markets function, the evaluation of potential returns, and the identification of risk factors. With an emphasis on building a structured investment strategy, learners will also gain an understanding of how to manage and optimise their portfolios. By the end, learners will have the tools and knowledge to evaluate different investment opportunities, supporting their financial growth and decision-making processes. Course Modules: Module 01: Introduction to Investment Overview of investment basics The role of investments in personal finance Understanding risk and return Module 02: Types and Techniques of Investment Stock market, bonds, and real estate investments Active vs passive investing Introduction to alternative investments Module 03: Key Concepts in Investment Compound interest and time value of money Diversification and asset allocation Financial instruments overview Module 04: Understanding the Finance Basics of financial statements Financial ratios and metrics Introduction to valuation techniques Module 05: Investing in Bond Market Types of bonds and their characteristics Bond pricing and yields Understanding interest rates and bond durations Module 06: Investing in Stock Market Stock market indices and trading Analysis of stock performance Fundamentals of stock picking Module 07: Risk and Portfolio Management Measuring and managing investment risk Portfolio construction and diversification strategies Evaluating portfolio performance (See full curriculum) Who is this course for? Individuals seeking to develop investment skills for personal financial growth. Professionals aiming to enhance their understanding of financial markets. Beginners with an interest in investing and financial markets. Anyone interested in building a solid foundation in investment strategies. Career Path: Investment Analyst Financial Planner Portfolio Manager Stock Broker Risk Manager Wealth Manager Financial Consultant